Completed 2023-01-10: QuickBooks Online - change to invoice write validation
· 2 min read
Product Director, Client Experience
On January 10, 2023, we will be adding new validations when writing invoices to QuickBooks Online.
This is a staging build of the docs
Updates
Completed 2023-01-10: Deprecation of string request to the create connections endpoint
· 2 min read
Product Director, Client Experience
On January 10, 2023 we will update the structure of the request body for requests to the POST /companies/{companyId}/connections endpoint to use a JSON object instead of a raw text string.
Codat's Plaid integration now supports Instant Match, meaning access to 3,000 more U.S. institutions and a simpler auth flow for customers.
· One min read
Product Director, Client Experience
Instant Match is available for nearly 3,000 U.S. additional financial institutions where Instant Auth is not available.
Product update #1
· One min read
Product Director, Client Experience
We've got a host of Portal and DX improvements for you this week.
Completed 2022-10-10: QuickBooks Desktop: Only one of account ref or item ref will be allowed when writing bills
· One min read
Product Director, Client Experience
On January 10, 2023, we will change the Write validation for individual lines on Bills and Bill credit notes to allow only one of either accountRef or itemRef per line item.
Completed 2022-10-10: Sage 50 - deleted payment on accounts will be soft deleted
· One min read
Product Director, Client Experience
On January 10, 2023 we will stop mapping Payments on Account that have been marked as deleted in Sage 50, to Codat's Payment and Bill Payment datatypes.
We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
· One min read
Product Director, Client Experience
The Portal has been rearranged to make accessing Codat functionality and settings more intuitive.
Use our new Data Coverage Explorer to view and compare our data coverage across all supported accounting, commerce, and banking platforms.
· One min read
Product Director, Client Experience
We've added a Support button in the navigation bar for quick access to Codat's support resources
· One min read
Product Director, Client Experience
6/8/2022 Portal, Updates We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
7/1/2022 Assess, New Banking metrics are now available for all clients using Assess.